How to pin an opportunity

Pins is a feature which allows you to pin some of your favorite areas of the system to your home screen, making it easier to find what you want each time you log-in. This guide explains how to pin an Opportunity.

Apple

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Step 1: Tap Accounts

From the sales-i home screen, tap Accounts.

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Step 2: Tap the search icon.
Tap the search icon.

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Step 3: Tap Search for

Tap Search For.

Type the name of the account you wish to find and tap Apply.

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Step 4: Select Account

Tap on the selected account to view their account details.

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Step 5: Select Opportunities

Next, tap Opportunities in the Actions section.

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Step 6: Tap on your chosen opportunity

Tap on the selected opportunity you would like to pin.

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Step 7: Tap Pin

A message will ask you 'Would you like to Pin this account?'

Tap Pin.

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Step 8: Tap Pins

Your Account has now been pinned to the home screen.

To access a list of your pins - Navigate to the sales-i home screen and tap Pins.

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Step 9: Your pins

You will now see a list of all of your pins, tap on your chosen pin to access it.

Don't forget you can also pin Accounts, Contacts, Saved Searches, Campaigns, Targets and Saved Enquiries on your Apple device.

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Discover how to Pin various areas of the system:

Need additional help?

Drop us an email regarding your query to support@purchase-i.com and we'll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.